Setting up Quote Terms
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Open the Quote Terms form. You can open the form by
clicking Terms & Conditions on
the mobile Quotes form or open the form standalone.
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The service order and number or opportunity and number are displayed by
default.
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Specify this information on the General tab:
- Salesperson
- The ID of the salesperson associated with the service order
is displayed.
- Terms
- The terms from the associated service order is
displayed.
- Quoted Date
- Select a date to use as the quote date.
- Expiration Date
- Select the date on which the quote should
expire.
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On the Sections tab, click Copy From Template to quickly pull in quote
sections based on the pre-defined templates and append them to the list of
existing sections. You can only use this functionality if the Quote Template ID field is not blank.
Otherwise, select pre-configured quote sections from the grid and edit the
pre-defined text in the box below the grid.
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The Totals tab shows read-only totals
based on values from the back office Quotes form.
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6.Save the record.